Kilowatt 659: Rivian’s Runway and the UK’s EV Surge

In this episode, Mark dives into Rivian’s Q3 2025 earnings call and explores what the numbers mean for the company’s long-term viability. He breaks down Rivian’s cost-cutting strategies, production milestones, and the implications of their Georgia plant pause. Mark also covers a big development in the UK’s EV market, where battery electric vehicles now make up over a third of new car sales. He wraps up by sharing thoughts on Ford's surprising rise in UK BEV rankings and what this might signal for legacy automakers globally.

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News Links:

• Rivian Q3 2025 Earnings Call
• UK: EVs Hit 37.6% Market Share, Ford Leads in BEVs

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